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Summit Wealth Advisors, Inc.
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Frisco, Colorado
$123.2 million AUM
1 office

Summit Wealth Advisors, Inc. is based in Frisco, Colorado and has $123.2 million in assets under management.

Location
610 Main Street, Suite 15
Frisco, CO 80443
$123.2 million
AUM
3
Employees
AUM Share
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$123,203,720
Assets under management
510 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 156 $50,892,081 41% $326,231
High net worth individuals 32 $66,555,321 54% $2,079,854
Charitable organizations Fewer than 5 clients $2,469,936
Other corporations or businesses 9 $3,286,382 3% $365,154
Employees Share
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3
Employees
3
Investment analysts
100% of total employees
AUM per employee Share
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$123,203,720
Assets under management
$41,067,907
AUM per employee
$41,067,907
AUM per investment analyst
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Compensation

Summit Wealth Advisors, Inc. makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Summit Wealth Advisors, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
Firm data Share
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CRD number 288,746
SEC number 801-112569
Legal structure Corporation
Legal governance Colorado, United States
Latest ADV filing date February 07, 2020

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